Letters from Larry: U.S. and China Stock Selection

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October 2024

Pre-Market Plan [10/24-10/25]: Markets will become more difficult in coming 2 weeks
Good Morning from Hong Kong -
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Larry Cheung, CFA
10/17 Daily Plan: Opening Fade after TSM earnings
Travel Notice: Hope everyone is doing well.
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Larry Cheung, CFA
Pre-Market Plan [10/17]: TSM Bullishness Cancels out ASML Bearishness
Good Morning to the Public ☀️ -
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Larry Cheung, CFA
10/16 Daily Plan: Will TSM re-energize the AI Trade?
Travel Notice: Hope everyone is doing well.
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Larry Cheung, CFA
10/15 Daily Plan: ASML Earnings Leaked Early and it disappointed investors
Travel Notice: Hope everyone is doing well.
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Larry Cheung, CFA
Pre-Market Plan [10/15]: Will Biden's new NVDA Chip Restriction derail the AI Bullish Trade?
Good Morning to the Public-
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Larry Cheung, CFA
10/14 Daily Plan: ASML Earnings This Week Could Accelerate Semiconductor Recovery
Travel Note: I go to HK/China after October 20th. I will heavily rely on Whatsapp to send out communication while on travel.
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Larry Cheung, CFA
Mid-Day Public Commentary [10/11]: TSLA Pulls Back + Market Rally Broadening Continues
Good Afternoon -
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Larry Cheung, CFA
10/10 Daily Plan: Hotter Than Expected CPI won't change Fed's short-term plans
U.S.
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Larry Cheung, CFA
10/9 Daily Plan: Rally Broadening Out Ahead of CPI
U.S.
10/8 Daily Plan: Markets Continue to Keep Flat As The Goal in October
U.S.
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Larry Cheung, CFA
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